Learn How To Manage Leads in Salesforce Classic
Everything you need to know about managing your prospects using the Leads functionality in Salesforce Classic
Find yourself lost, overwhelmed and confused working with leads in Salesforce, wondering how to:
- Quickly access the leads tab?
- Effortlessly find & create list views of specific leads that you need to easily access on a regular basis?
- Proficiently search for leads?
- Efficiently create new leads?
- Painlessly update existing leads?
- Easily find & merge duplicate leads?
- Quickly track calls, meetings & follow ups with leads?
- Conveniently use campaign history with leads?
- Brilliantly use Chatter on leads, to collaborate with colleagues with fewer clicks and more transparency?
- Painlessly convert leads to contacts & accounts?
- Skillfully leverage the bonus NPSP (Non Profit Success Pack) features associated with leads?
- Effortlessly use Salesforce1 on your mobile device to:
- search for leads?
- access the leads tab?
- access your leads list views?
- see & update details regarding your leads?
- access the Chatter feed on your leads?
- view & update related records regarding your leads?
- Efficiently use Salesforce to track and manage your prospects.
- Effortlessly find your open items and activity history associated with leads already in your database.
- Painlessly track your calls, tasks & other follow up items to quickly qualify and convert your leads.
- Joyously eliminate wasted hours searching YouTube and Google, only to discover that the information you find is irrelevant, too detailed and likely aimed at Salesforce developers or admins.
- Proudly become a Salesforce Rockstar, focusing on closing more deals and following up with your customers instead of pulling your hair out trying to understand Salesforce.
This class is a must for you if you are using Salesforce Classic and need to quickly get up to speed on how to use the Leads functionality to:
- Graciously track your prospects.
- Skillfully find those leads that require attention.
- Effortlessly track your progress to qualify & convert your leads.
- Easily collaborate with your colleagues regarding open leads, without having to jump between Salesforce and email.
- Painlessly find and merge duplicate leads in your Salesforce database.
- Proficiently use your mobile device to access your entire database of leads in Salesforce so that you're never caught off guard and always ready to close more deals.
✔️ Step-by-Step Instructional Videos
✔️ Easy to Digest, Bite-Size Chunks of Learning
✔️ Practical, no-nonsense guidance on how to use Salesforce
✔️ Community Access & Support
✔️ 100% Online & Mobile Friendly
Get started now!
"Explaining how to find & merge duplicates is a game changer! Teaching Salesforce users how to use this feature is powerful!"
- Darrell Gallegos
"I am impressed with Brainiate Academy and the content focusing on the Salesforce1 mobile app. The specific feature of the training that made it most useful for my experience is your use of user stories to demo the HOW along with the WHY. Your use of the screens to show what users will see is extremely helpful. Well done!"
- Matthew Anders
"Easily accessible content that was well-structured. Thank you, David!"
- Daniel Flanigan